Petroleum Traders Corporation 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Petroleum Traders Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Petroleum Traders Corporation 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Petroleum Traders Corporation under EIN 35-1462227 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $11,532,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petroleum Traders Corporation
- EIN
- 35-1462227
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $11,532,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241226111429NAL0019981792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,532,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,532,703
- Net assets (BOY)
- $10,999,177
Income & contributions
- Employer contributions
- $500,838
- Participant contributions
- $603,519
- Total contributions
- $1,155,732
- Total income / additions
- $2,580,700
Expenses & distributions
- Benefits paid
- $1,994,463
- Administrative expenses
- $52,711
- Total expenses
- $2,047,174
- Net increase / (decrease)
- $533,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $43,611 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTACT ADMIN | $1,085 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $7,940 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Petroleum Traders Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Sym Financial Corporation — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation